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US Financial Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

US Financial Advisors’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-10,256
Closed -$280K – 74
2021
Q2 		$280K Sell
10,256
-2,200
-18% -$59.7K 0.14% 56
2021
Q1 		$336K Hold
12,456
– – 0.09% 107
2020
Q4 		$349K Buy
+12,456
New +$348K 0.11% 86
2016
Q2 		– Sell
-480
Closed -$13K – 338
2016
Q1 		$13K Buy
+480
New +$12.5K 0.02% 193

Other funds holding SCHZ

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

US Financial Advisors's SCHZ Position: Q3 2021 in Review

US Financial Advisors sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2021, closing a stake of 10,256 shares — an estimated $280K sold.

US Financial Advisors first reported a position in SCHZ in Q1 2016 and held it in 4 quarters. The position peaked at $349K in Q4 2020. 492 funds tracked by Wall St. Rank hold SCHZ as of Q3 2021.

  • US Financial Advisors reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • US Financial Advisors sold 10,256 Schwab US Aggregate Bond ETF shares in Q3 2021, an estimated $280K.
  • US Financial Advisors first reported a position in Schwab US Aggregate Bond ETF in Q1 2016 and held it in 4 quarters.
  • US Financial Advisors's Schwab US Aggregate Bond ETF position peaked at $349K in Q4 2020.
  • 492 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2021.

Based on US Financial Advisors's 13F filing for Q3 2021, filed 26 Oct 2021.